FreePBX or PBXact Administration

The following information is assuming that you have already configured extension and User Manager accounts within your FreePBX / PBXact . If you have an un-configured out-of-box server, please start here: FreePBX Distro First Steps After Installation

Verify End-Point-Manager IP Address

The End-Point-Manager (EPM) module, inside FreePBX / PBXact, is responsible for auto-provisioning Sangoma Phones.  In order for EPM to be able to communicate with the phone(s) it must be configured with the same IP address as your FreePBX / PBXact system.

You can verify the IP Address of EPM within the EPM Global Settings:

• Log into your PBX GUI.

• Under the Settings section, pick EndPoint Manager.

Open

• Navigate to the Global Settings section of EPM from the right nav bar.
  
  

  Open

  

• Define the Internal IP Address or FQDN that phones will connect to when local to the PBX.
  
  

• Define the External IP Address or FQDN that phones will connect to when not local to the PBX.
  
  

• Also take note what port you have HTTP Provisioning setup on as that port needs to be accessible for your phone to receive its configrations.
  
  

• Press the Save Global button.
  
  

Verify we have a proper Template setup

• In the right nav menu, under Brands, click on Sangoma.
  
  

   

• Either click on the New Template button at the top to create a new template, or click on the default-sangoma template name to edit the included default template.
  
  

   

  • Give the template a Name. For the Destination Address, pick either the Internal or External option. This will pull in the IP address that you entered in the Global Settings section earlier.
    
    

     

  • Define your Time Zone and if you want Daylight Savings time mode to be enabled.
    
    

     
     

  • For Firmware Version, pick Firmware Slot 1 from the drop-down menu. (When you install EPM it will install the latest firmware in slot 1.)  See Firmware Management for more information on updating firmware for your phones in the future.
    
    

     
     

  • Define what Provision Server Protocol you want to use to have your phones receive their config files:

    • TFTP should be used when phones are local to the PBX, as it's easy to use and requires no setup.  

    • HTTP should be used for local or remote phones and is easy to use and required no other setup.  The default HTTP port used for phone configs is port 83 but may be different on your PBX.  You can view the port that is currently setup for HTTP in the Global Settings section we just went through above. 

    • FTP should be used if your phones are remote, as it requires the phone to know the FTP username and password to receive the config file.

      • If using FTP, you will need to set up an FTP username and password for the PBX. Review the System Admin - FTP Setup wiki for information on setting up a username and password for phones to receive their configuration files via FTP.

• Press the Save Template button when done.
  
  

Configuring Buttons on your Phone

Line Keys Setup

End Point Manager will help you set up the Line keys for your Sangoma Phones, based on the phone family:

• S-Series

Line Key Types

• Depending on the phone family type, Line keys can be set up in End Point Manager either for S-Series or P-Series with the following options.

• Line Key Types:

  • BLF- ("Busy Lamp Field") - Monitors another extension or feature code that has state information on your PBX. The state is indicated by the BLF button.

  • Call Park- Used for one-touch Call Parking.

  • Conference- Configures a conference button to allow 5-way conference calling.

  • DTMF- Sends DTMF digits while on a active call, such as having the system dial a feature code while on a active call.

  • Hold- Places the caller on Hold.

  • Intercom- Causes the dialed extension to answer using Intercom Calling/Auto Answer instead of ringing.

  • LDAP- Button to Launch LDAP directory

  • Line- Sets up a line key. Each phone needs at least one line key.

  • MultiCast Paging- Starts a page to a specific MultiCast address.

  • Record- Toggles on-demand call recording. Requires the user to have on-demand recording permissions in the PBX.

  • Redial- Redials the last number.  

  • SpeedDial- Dials the programmed external number.  

    • To insert pauses, use a comma.  Each comma adds a 500ms pause when dialing.  

    • If you want to create a speed dial that dials a number and then waits for the user to enter more digits on the keypad you would use a + at the end of your speed dial such as *80+ would dial *80 when you press the speed dial button and then wait for you to enter more digits.

  • Transfer-Transfers a call to a new recipient.

  • Voicemail- Dials the voicemail system, allowing the user to check voicemail.

  • XML API- Provides access to the specified Phone App.

Configuring Line Buttons

• S-Series Line Buttons

• P-Series Line Buttons

User Manager Permissions

Verify Groups Permissions are setup with Access to Phone Apps

• Navigate in your PBX to the User Management module.

• Click on the Groups tab at the top
   

• Press the Edit button next to the group you want to edit permissions for.  By default on a new system we create a Group called All Users and when you create extension they should be auto assigned to this group.  
  
  

   

• We will first see all the users who are apart of this group and can add any missing users to this group from here.
  
  

   

• Click on the tab at the top for Phone Apps
  
  

  
   

• From here we can see we have Allow Access to Phone Apps enabled
  
  

   

• Click on any specific application tab we can now set permissions on that application. In our example we will select the Conference tab 
  
  

   

• We will verify that access to the Conference Room is set to yes for this group.
  
  

   

• We can also then control what conference rooms the user can see.  

  • in our example below we are saying the user has access to their own conference room that is linked to them from the conference room module in your PBX and also we have shared the General Conference Room to all users in this group.

• From here go into each tab under Phone Apps and make sure you have your permissions setup correct and press the submit button at the bottom of the page when done.

Verify my users are setup to inherit permissions from the group

• By default when a new user is created most permissions for that user are told to be inherited by the group they are apart of.  We are going to go verify they are all setup correct.  If a user permission is not setup when they try to use a app on the phone or login to the phone they will get error saying they do not have permissions. 

• Navigate in your PBX to the User Management module.

• Click on the Users tab at the top
  
  

   

•  Press the Edit button next to the user you want to edit permissions for.
  
  

   

• Click on the Phone Apps tab on the top
  
  

   

• For each permission you want to verify it is set to inherit from the group.  If you wanted to override a permission for a user to be different then the group permissions you can do that here by not using the inherit option.
  
  

   

• From here go into each tab under Phone Apps and make sure you have your permissions setup correct and press the submit button at the bottom of the page when done.